Oxford Financial Group LTD Vanguard Index Fds S&P 500 ETF Transaction History

Oxford Financial Group LTD

$1.54 Billion
Q4 2024

A detailed history of Oxford Financial Group LTD transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Oxford Financial Group LTD holds 11,837 shares of VOO stock, worth $5.99 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

11,837

Previous 11,998 1.34%

Holding current value

$5.99 Million

Previous $6.33 Million 0.74%

% of portfolio

0.41%

Previous 0.4%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$521.84 - $558.82 $84,016 - $89,970	-161 Reduced 1.34%	11,837 $6.38 Million
Q3 2024 Nov 12, 2024	SELL	$475.2 - $527.7 $232,848 - $258,573	-490 Reduced 3.92%	11,998 $6.33 Million
Q2 2024 Aug 13, 2024	SELL	$455.1 - $504.28 $116,960 - $129,599	-257 Reduced 2.02%	12,488 $6.25 Million
Q1 2024 May 13, 2024	SELL	$429.43 - $481.35 $2.2 Million - $2.47 Million	-5,125 Reduced 28.68%	12,745 $6.13 Million
Q4 2023 Feb 14, 2024	SELL	$377.32 - $438.19 $99,989 - $116,120	-265 Reduced 1.46%	17,870 $7.81 Million
Q3 2023 Nov 13, 2023	SELL	$392.7 - $420.68 $25,132 - $26,923	-64 Reduced 0.35%	18,135 $7.12 Million
Q2 2023 Aug 10, 2023	SELL	$371.44 - $407.28 $59,801 - $65,572	-161 Reduced 0.88%	18,199 $7.41 Million
Q1 2023 May 12, 2023	SELL	$348.66 - $382.94 $53,693 - $58,972	-154 Reduced 0.83%	18,360 $6.9 Million
Q4 2022 Feb 14, 2023	SELL	$327.64 - $374.54 $25,555 - $29,214	-78 Reduced 0.42%	18,514 $6.5 Million
Q3 2022 Nov 02, 2022	SELL	$328.3 - $395.04 $2.31 Million - $2.78 Million	-7,045 Reduced 27.48%	18,592 $6.1 Million
Q2 2022 Aug 11, 2022	SELL	$337.07 - $419.85 $48,875 - $60,878	-145 Reduced 0.56%	25,637 $8.89 Million
Q1 2022 May 13, 2022	BUY	$382.7 - $439.25 $5,740 - $6,588	15 Added 0.06%	25,782 $10.7 Million
Q4 2021 Feb 10, 2022	SELL	$394.21 - $439.01 $45,728 - $50,925	-116 Reduced 0.45%	25,767 $11.2 Million
Q3 2021 Nov 12, 2021	BUY	$390.68 - $416.73 $29,301 - $31,254	75 Added 0.29%	25,883 $10.2 Million
Q2 2021 Aug 03, 2021	BUY	$368.16 - $394.32 $9,572 - $10,252	26 Added 0.1%	25,808 $10.2 Million
Q1 2021 May 10, 2021	SELL	$339.03 - $365.24 $70,518 - $75,969	-208 Reduced 0.8%	25,782 $9.39 Million
Q4 2020 Feb 10, 2021	BUY	$299.82 - $343.69 $71,656 - $82,141	239 Added 0.93%	25,990 $8.93 Million
Q2 2020 Aug 05, 2020	BUY	$226.15 - $297.17 $1.57 Million - $2.06 Million	6,922 Added 36.76%	25,751 $7.3 Million
Q4 2019 Feb 10, 2020	BUY	$264.57 - $296.67 $259,278 - $290,736	980 Added 5.49%	18,829 $5.57 Million
Q3 2019 Nov 08, 2019	SELL	$260.57 - $277.38 $102,404 - $109,010	-393 Reduced 2.15%	17,849 $4.87 Million
Q1 2019 Apr 26, 2019	BUY	$224.5 - $261.43 $679,786 - $791,610	3,028 Added 19.9%	18,242 $4.74 Million
Q2 2018 Aug 01, 2018	BUY	$236.48 - $256.33 $379,786 - $411,665	1,606 Added 11.8%	15,214 $3.8 Million
Q1 2018 May 03, 2018	BUY	$236.79 - $263.36 $3.22 Million - $3.58 Million	13,608 New	13,608 $3.29 Million

Others Institutions Holding VOO

# of Institutions

3,560

Shares Held

477M

Call Options Held

2.36M

Put Options Held

2.13M

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Oxford Financial Group LTD Vanguard Index Fds S&P 500 ETF Transaction History